See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,589 | $106,543-64.7% | $91,220-58.8% | $134,475-72.0% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.2%-10.7pp | 81.2%-18.7pp |
| Annual return | -18.84% | 160.60%-179.4pp | 114.01%-132.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,959 | $3,331-41.2% | $2,850-31.3% | $4,740-58.7% |
| Participant deferral / active EE | $4,150 | $4,719-12.1% | $4,234-2.0% | $6,400-35.2% |
| Admin fee / account holder | $1,364 | $6,231-78.1% | $5,420-74.8% | $11,426-88.1% |